ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 217 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,285,245 | -10.2% | 14,625 | -13.6% | 0.02% | -9.1% |
| Q1 2024 | $1,431,431 | -11.4% | 16,936 | -16.2% | 0.02% | -21.4% |
| Q4 2023 | $1,616,025 | +39.7% | 20,218 | +28.6% | 0.03% | +27.3% |
| Q3 2023 | $1,156,530 | -10.0% | 15,718 | 0.0% | 0.02% | -4.3% |
| Q2 2023 | $1,284,947 | -3.3% | 15,718 | -0.9% | 0.02% | -8.0% |
| Q1 2023 | $1,328,310 | -3.3% | 15,868 | 0.0% | 0.02% | -10.7% |
| Q4 2022 | $1,373,217 | -5.7% | 15,868 | -11.6% | 0.03% | -9.7% |
| Q3 2022 | $1,456,000 | -8.3% | 17,948 | -3.2% | 0.03% | -3.1% |
| Q2 2022 | $1,587,000 | -2.0% | 18,543 | +4.2% | 0.03% | +23.1% |
| Q1 2022 | $1,619,000 | -7.0% | 17,790 | -9.6% | 0.03% | 0.0% |
| Q4 2021 | $1,741,000 | +8.7% | 19,688 | -2.9% | 0.03% | +4.0% |
| Q3 2021 | $1,601,000 | -44.9% | 20,278 | -45.2% | 0.02% | -43.2% |
| Q2 2021 | $2,906,000 | -1.3% | 37,013 | 0.0% | 0.04% | -8.3% |
| Q1 2021 | $2,945,000 | -17.0% | 37,013 | -19.1% | 0.05% | -25.0% |
| Q4 2020 | $3,550,000 | +1.5% | 45,748 | +91.1% | 0.06% | -7.2% |
| Q3 2020 | $3,496,000 | +6.6% | 23,939 | +2.3% | 0.07% | -2.8% |
| Q2 2020 | $3,280,000 | -1.2% | 23,397 | -2.7% | 0.07% | -19.3% |
| Q1 2020 | $3,320,000 | -13.3% | 24,045 | +1.7% | 0.09% | +10.0% |
| Q4 2019 | $3,830,000 | +0.5% | 23,636 | +1.0% | 0.08% | -4.8% |
| Q3 2019 | $3,810,000 | -6.8% | 23,394 | -13.7% | 0.08% | -9.7% |
| Q2 2019 | $4,086,000 | -0.9% | 27,099 | -3.1% | 0.09% | -5.1% |
| Q1 2019 | $4,122,000 | +9.2% | 27,979 | -0.5% | 0.10% | -8.4% |
| Q4 2018 | $3,776,000 | +6.6% | 28,129 | +6.5% | 0.11% | +21.6% |
| Q3 2018 | $3,541,000 | +2.4% | 26,414 | +0.8% | 0.09% | -16.2% |
| Q2 2018 | $3,459,000 | +2.9% | 26,216 | -0.6% | 0.10% | -16.0% |
| Q1 2018 | $3,360,000 | -16.7% | 26,366 | -13.2% | 0.12% | -17.2% |
| Q4 2017 | $4,035,000 | -24.9% | 30,366 | -24.9% | 0.15% | -22.2% |
| Q3 2017 | $5,375,000 | +20.3% | 40,443 | +17.7% | 0.19% | +26.8% |
| Q2 2017 | $4,467,000 | +6.0% | 34,351 | +4.7% | 0.15% | 0.0% |
| Q1 2017 | $4,214,000 | +5.4% | 32,811 | 0.0% | 0.15% | -6.1% |
| Q4 2016 | $3,997,000 | -5.6% | 32,811 | -5.0% | 0.16% | -11.9% |
| Q3 2016 | $4,234,000 | -6.9% | 34,540 | -0.3% | 0.18% | -8.9% |
| Q2 2016 | $4,547,000 | +12.4% | 34,642 | +5.9% | 0.20% | +2.5% |
| Q1 2016 | $4,046,000 | +19.8% | 32,715 | +4.6% | 0.20% | +17.2% |
| Q4 2015 | $3,376,000 | -10.5% | 31,285 | -10.5% | 0.17% | -13.8% |
| Q3 2015 | $3,772,000 | +4.7% | 34,965 | +0.6% | 0.20% | +20.2% |
| Q2 2015 | $3,602,000 | -7.3% | 34,750 | 0.0% | 0.16% | -7.9% |
| Q1 2015 | $3,884,000 | -5.7% | 34,750 | -0.2% | 0.18% | -9.2% |
| Q4 2014 | $4,117,000 | +8.8% | 34,812 | -3.1% | 0.20% | +4.3% |
| Q3 2014 | $3,783,000 | -11.8% | 35,935 | -6.7% | 0.19% | -13.4% |
| Q2 2014 | $4,288,000 | +6.6% | 38,505 | -0.3% | 0.22% | -1.4% |
| Q1 2014 | $4,023,000 | +9.0% | 38,610 | +0.3% | 0.22% | +19.7% |
| Q4 2013 | $3,690,000 | +1.5% | 38,505 | -0.5% | 0.18% | -6.6% |
| Q3 2013 | $3,634,000 | -0.1% | 38,700 | +0.6% | 0.20% | -3.4% |
| Q2 2013 | $3,638,000 | – | 38,465 | – | 0.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 138,873 | $12,018,069 | 4.34% |
| BOS Asset Management, LLC | 31,173 | $2,697,711 | 2.41% |
| Destination Wealth Management | 609,368 | $52,734,721 | 2.10% |
| First Citizens Financial Corp | 16,780 | $1,452 | 1.25% |
| LBMC INVESTMENT ADVISORS, LLC | 128,477 | $11,118,433 | 1.17% |
| Fort Point Capital Partners LLC | 75,350 | $6,520,789 | 1.02% |
| FIFTH THIRD SECURITIES, INC. | 89,287 | $7,726,935 | 1.02% |
| TAP Consulting, LLC | 42,925 | $3,714,714 | 0.97% |
| OmniStar Financial Group, Inc. | 9,175 | $794,013 | 0.90% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |